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Nico Inberg

 
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  • Does North American Palladium Need More Money? [View article]
    Hi Anand,

    It's of course hard to predict, but fundamentals are strong for palladium and platinum. Strong demand could be offset by lower overall metal prices and easing tensions between Russia and the Western world.
    Jul 16 10:29 AM | Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    For the first time since its inception, high-frequency trading, the bogey machine of the markets, is in retreat. According to estimates from Rosenblatt Securities, as much as two-thirds of all stock trades in the U.S. from 2008 to 2011 were executed by high-frequency firms; today it’s about half. In 2009, high-frequency traders moved about 3.25 billion shares a day. In 2012, it was 1.6 billion a day. Speed traders aren’t just trading fewer shares, they’re making less money on each trade. Average profits have fallen from about a tenth of a penny per share to a twentieth of a penny.
    May 9 11:36 AM | Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    What i meant by that, is that although people feel we are at a top at the moment, we're only 25% higher than 15 years ago. So maybe the stock market is not as high as we think it is.
    May 9 11:34 AM | 2 Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    Wasn't Ukraine a black swan? Or the fiscal cliff? Remember anyone? Greece? The Euro?
    To me it looks like a lot of people are just buying ETF's with quality stocks, which keeps the markets up. When buying on a regular basis, with a long term view, a downturn might be even welcome every now and then.

    By the way, a lot of algo's are out of the market since the volatility is so depressed the last two years.
    May 9 10:18 AM | 1 Like Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    You're right about that. But Ms Yellen is not the only one sitting behind the wheel. Draghi, the Japanese and even the Chinese are willing to inflate the monetary system as well.

    What do you think will happen when Italy, Spain, France and even the US will be forced to pay 4- 6 % on their bonds, instead of the current rates? Let alone the too-big-to-fail banks in the western world, who get their funding at extremely low costs.

    That's why, my guess is that low interest rates are here to stay.
    May 9 03:36 AM | 2 Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    I am not saying it is a great time to buy stocks. On the contrary, they are quite expensive. But they are expensive for a reason. When that reason (low interest rates) disappears, things can change.
    May 9 03:32 AM | 2 Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    What is a top? Looking back, the S&P has risen 25% over the last 14 years. With annual dividends of 2-3% and decent profit margins for the, QUALITY stocks, there is no reason to sell them right now.

    And 'a price earnings ratio of 15 to 16 for healthy, cash rich, multinational companies' is something different than P/E's of 100 and more for the Tesla's and Twitter's of this world.
    May 9 03:30 AM | 3 Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    Thanks for your comments, SimpleData.
    As you probably know, no text on the internet should be taken literally.

    My point is that the policy of the central banks, together with meager economic growth will benefit the quality stocks. Until interest rates are rising, i see no downturn in this stock market.

    Banks and governments will try and stretch the low interest rate period for as long as they can.
    May 8 03:08 PM | 5 Likes Like |Link to Comment
  • Does North American Palladium Need More Money? [View article]
    Vasilis,
    I'm looking into it, I will come with an update shortly
    May 1 04:44 PM | Likes Like |Link to Comment
  • Platinum Group Metals: South African Partner Quits, Deathblow Or Chance Of A Lifetime? [View article]
    Investors fear that the Waterberg project will be worth much more than the company is aware. It might therefore be wise to first complete exploration before letting potential buyers in.

    I don't think this has to take more than 3 to 6 months
    Mar 21 06:42 AM | Likes Like |Link to Comment
  • Japan, Land Of The Rising Stocks [View article]
    Considering the world as old as a billion years, the Western world is pretty late with changes too...
    Dec 6 06:29 AM | Likes Like |Link to Comment
  • Japan, Land Of The Rising Stocks [View article]
    a thousand years go by faster than you think...
    Dec 3 07:19 AM | 1 Like Like |Link to Comment
  • Japan, Land Of The Rising Stocks [View article]
    According to my information, in Russia there is a huge surplus of females. I suggest the Chinese go find themselves a woman overthere, it is not too far from home.
    Dec 2 07:27 AM | Likes Like |Link to Comment
  • Japan, Land Of The Rising Stocks [View article]
    Not even property and index trackers, rumour has it that the next thing to invest in for the BOJ is the shares themselves.
    Nov 29 11:09 AM | 2 Likes Like |Link to Comment
  • Does North American Palladium Need More Money? [View article]
    Dear Anand,
    PAL is in the hands of Brookfield Asset Management (BAM) They gave PAL a 15% loan with assets in the ground as mortgage. This means any one else who would consider taking over PAL would first have to pay off BAM. I do not see this happening in the current environment. More likely is that PAL is running out of money in time and again has to ask BAM for an additional loan. What will happen then? That is unclear yet, but so far BAM is holding the key to PAL's future.

    I was kind of hoping Stillwater would pick up PAL but they are busy right now getting rid of their foreign investments first. The presence of BAM did not make things easier for a potential take-over
    Nov 7 09:29 AM | Likes Like |Link to Comment
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